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Native Integration Two-Way Sync · No Manual Imports Required

250,000+ Allocator Accounts. Synced Directly Into Your Dynamo.

Investment firms running Dynamo face the same problem: the CRM is only as useful as the data inside it. Dakota solves this, syncing 250,000+ allocator accounts, 386,000+ verified contacts, and daily real-time updates directly into your Dynamo instance. No manual imports. No duplicate platforms. No stale data your team stops trusting.

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250,000+
Allocator Accounts Synced
386,000+
Contacts Updated
Real-Time
Sync Cadence
Two-Way
Data Flow
Day One
time to value, live and producing results within one business day
The Problem Every Dynamo Investment Firm Faces

Dynamo Is the Right CRM. Stale Data Is Costing You Mandates.

Dynamo is purpose-built for investment management, the workflows, relationships, and reporting your team actually needs. But like every CRM, it has a data problem.

Most investment firms using Dynamo start with a contact list built manually, a mix of conference attendees, business cards, and records from a previous system. That list is incomplete from day one and begins degrading immediately as investment professionals change roles, firms merge, and new allocators enter the market.

The Dakota Dynamo integration solves the data problem completely. Instead of an incomplete, manually maintained contact list, your Dynamo becomes a live, comprehensive database of 250,000+ institutional and intermediary allocator accounts and 386,000+ verified decision-maker contacts, updated in real time every day by Dakota's research team.

A long list of contacts means nothing if none of them are buyers. Dakota gives you verified, qualified investors who are actively allocating, so your team spends less time chasing and more time closing. Now that intelligence lives directly inside Dynamo.
Gui Costin, CEO & Founder, Dakota
What the Integration Does
01
Link Existing Records, Enrich What You Already Have
Dakota links its account and contact data to your existing Dynamo records and enriches them, adding AUM, account type, verified contact details, investment preferences, and channel classification, making records already in your CRM dramatically more complete and trustworthy.
02
Create New Records, Expand Your Coverage Instantly
For accounts and contacts in Dakota that are not yet in your Dynamo, the integration creates new, fully enriched records, so your team's coverage expands to the full universe of allocators relevant to your strategy, not just the ones you have managed to find manually.
03
Update in Real Time, Never Work From Stale Data Again
When a CIO changes firms, when an RIA gets acquired, when a family office changes its investment focus, your Dynamo reflects it immediately. Dakota's research team updates the database daily, and every change flows through to your CRM records automatically.
04
Keep Your Own Notes and Activities, The CRM Still Belongs to You
The integration is additive. It brings Dakota's data into your Dynamo without overwriting the meeting notes, call logs, email sequences, and activity history your team has built. Dakota data and your proprietary relationship intelligence live together in the same record.
Who Uses the Dakota Dynamo Integration

The Investment Management CRM for Firms Who Want Complete Data Without Manual Work.

Dynamo is increasingly the CRM of choice for investment management firms that want purpose-built workflows and LP reporting without the overhead of a generic enterprise platform. Here is who benefits most from the Dakota integration.

Emerging & Boutique Managers
Firms raising their first or second fund who need a full-coverage allocator database without the cost of building it manually. Dakota + Dynamo gives a 2-person IR team the same data advantage as a firm three times their size.
Pain Without DakotaHand-built contact list that covers maybe 20% of relevant allocators, and degrades weekly.
Mid-Market Investment Firms
Established firms with 5–25 person distribution teams who have outgrown spreadsheets but need a CRM their fundraisers will actually open. Dynamo's interface drives adoption. Dakota's data makes the records worth opening.
Pain Without DakotaSalespeople maintain parallel spreadsheets because the CRM data is unreliable and out of date.
Firms Expanding Into New Channels
A PE firm expanding into the RIA channel. A hedge fund building a family office coverage strategy. An alternative asset manager moving into international markets. Dakota's Dynamo integration gives you instant coverage in any new channel, 17,000+ RIAs, 3,800+ family offices, and international allocators, without a manual data build.
Pain Without DakotaMonths of research to build a starting list for any new channel before the team can make their first calls.
How the Integration Works

From Connection to Live Data in Your Dynamo. Most Teams Are Productive Within the First Week.

The Dakota Dynamo integration is designed to be live and producing value within one business day. No code required. No IT project. Here is the exact setup flow.

1
Connect Your Dakota Membership
A Dakota integration specialist links your Dynamo environment to the Dakota Marketplace data layer. Guided configuration that takes hours, not weeks.
2
Map to Your Dynamo Properties
Dakota maps its account and contact fields to your Dynamo properties, AUM, account type, investment preferences, metro area, and contact details, in your existing data structure.
3
Enrich and Expand Your Records
Existing Dynamo records are enriched with Dakota data. New records are created for allocators not yet in your CRM. Coverage expands to 250,000+ allocator accounts immediately.
4
Real-Time Updates, Forever
From day one, your Dynamo stays current automatically. Personnel changes, new allocators, AUM updates, all reflected without any manual work from your team.
What Flows Into Your Dynamo

Six Data Layers. All Inside Your Existing Dynamo Instance.

Every category of Dakota Marketplace data is mapped directly into Dynamo as native records, contacts, and associated properties, so your team works from the interface they already know.

Core Data
Account Records, 250,000+ Allocator Firms
Every institutional and intermediary allocator account, corporate pensions, public pensions, RIAs, family offices, endowments, foundations, consultants, banks, mapped into Dynamo as native account records.
258,955 accountsAll channels
Core Data
Contact Records, 386,000+ Decision-Makers
Individual decision-maker contacts mapped to their parent account in Dynamo, with verified email, title, direct line, and role. The specific CIO, investment director, or alternatives allocator your team needs to reach.
386,689 contactsVerified daily
New Opportunities
Fresh Accounts, Continuous Expansion
As Dakota adds new accounts to the database, new RIA formations, new family offices, newly qualified pensions, those records flow into your Dynamo automatically. Your CRM coverage expands without any work from your team.
~2,000 new/monthAuto-created
Intelligence Layer
Investment Preferences, By Strategy & Asset Class
Stated allocation preferences for every account, what each firm is looking for, what they currently own, and where they are building or reducing exposure, surfaced inside the Dynamo account record when your team prepares for a call.
75+ preference fieldsStrategy-tagged
Live Updates
Personnel Changes, Tracked the Same Day
Investment professionals move frequently. When a CIO changes firms, when an analyst is promoted, when a family office brings in a new head of alternatives, your Dynamo contact records update automatically. Never send an email to someone who left six months ago.
Daily researchReal-time alerts
Proprietary Intelligence
Your Data Preserved, Dakota Data Added
The integration enriches your existing Dynamo records without overwriting them. Call logs, email sequences, deals, and pipeline data your team has built stay intact. Dakota data and your proprietary relationship intelligence coexist in the same record.
Non-destructiveYour data preserved
Before and After Dakota

What Changes When Dakota Data Lives in Your Dynamo.

The impact of having investment-grade allocator data in your Dynamo is not incremental. It changes how your team works every day.

✕ Before Dakota
Starting a new channel coverage strategy requires months of manual list-building before the team can make their first calls
✓ After Dakota
Coverage of any new channel, RIAs, family offices, international allocators, available in Dynamo on day one of the integration
✕ Before Dakota
Email bounce rates climb to 20–40% within 12 months as personnel changes accumulate faster than the team can update records
✓ After Dakota
Contact records update automatically when investment professionals change roles, outreach accuracy stays high without any manual maintenance
✕ Before Dakota
Salespeople maintain private spreadsheets because Dynamo data is unreliable, the CRM never becomes the team's single source of truth
✓ After Dakota
Dakota's verified data makes Dynamo the platform everyone uses because it has complete, current information, spreadsheet proliferation stops
✕ Before Dakota
Investment preferences, 13F holdings, and institutional search alerts exist in Dakota but require manual transfer into Dynamo, context is always incomplete
✓ After Dakota
Full Dakota intelligence layer, preferences, 13F holdings, search alerts, public pension meeting minutes, visible inside every relevant Dynamo account record
Who Uses the Dakota Dynamo Integration

Built for Every Role on the Investment Distribution Team.

Fundraisers & IR Teams
Call on Every Relevant Allocator, Not Just the Ones You Found Manually
For the fundraiser whose job is to build relationships with institutional allocators, having a complete, current contact database in Dynamo means more time on calls and less time on research. Filter by account type, strategy, and AUM to build precise outreach lists in minutes rather than days.
Complete coverage → more meetings → more mandates
Distribution Leaders & Managers
Enforce a Single Source of Truth Across the Entire Team
The biggest CRM adoption problem for distribution leaders is the proliferation of private spreadsheets. When Dynamo has complete, current data that the team trusts, spreadsheet proliferation stops. Dakota's integration makes Dynamo the platform everyone uses because it is the platform that has everything.
Single source of truth → better pipeline visibility → team accountability
Operations & RevOps
Eliminate the Data Maintenance Burden That Kills CRM Adoption
The most common reason Dynamo adoption fails at investment firms is data quality degradation. The operations team responsible for CRM hygiene cannot keep up with investment industry personnel changes. Dakota's real-time sync eliminates this burden entirely, the data stays current without any manual effort from your team.
No manual maintenance → higher CRM adoption → cleaner pipeline data
Marketing Teams
Run Campaigns Against a Complete, Verified Allocator Database
For investment firm marketing teams using Dynamo for email campaigns and nurture sequences, Dakota's contact data transforms what's possible. Instead of sending to a partial list with high bounce rates, campaigns run against a complete, verified universe of allocators, segmented by strategy, channel, AUM, and geography.
Verified contacts → lower bounce rates → better campaign performance
Full Integration Ecosystem

Dakota Works With Every CRM Your Team Might Use.

Dakota integrates with every major CRM and data platform used by investment management firms, so your team works from whatever system they already use.

Salesforce
Native · AppExchange
HubSpot
CRM Integration
DealCloud
CRM Integration
Dynamo
Direct Integration · You Are Here
Altvia
CRM Integration
Pinnakl
CRM Integration
Satuit
CRM Integration
Snowflake
Data Warehouse
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See Dakota inside your Dynamo.

A member of the Dakota team will walk you through exactly how the integration works with your specific Dynamo configuration, what data syncs, how existing records are enriched, and what your team sees on day one. Most firms have the integration live and producing value within a single business day.

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